Scope & Responsibility
• Meeting performance targets
• Ability to prospect and organise meetings
• Fact-find effectively to establish the client’s current finances and future aspirations.
• Provide high quality professional independent mortgage advice and explain different types of mortgages available
• Explain required insurance products so that clients can make informed choices.
• Communicate with estate agents, mortgage lenders, solicitors and insurance providers.
• Ensure all regulatory documentation completed within the required timescale
• Attend monthly results meeting and present results in all targeted areas to your Sales Manager
• Support additional income streams
• Embrace company values and promote them effectively alongside the MAB brand.
• Maintain Generic knowledge of the financial services industry and knowledge that is deemed necessary
Skills & Requirement
• Good communication and listening skills
• The ability to explain complex information clearly and simply
• Excellent customer service skills
• Honest and trustworthy attitude
• An interest in legal and financial matters
• Good mathematical and computer skills
• Respect for confidential information
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